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Houston Friend | Financial Advisor

Profile img for Houston Friend, financial advisor at Redeem Wealth
Gilbert, AZ
Houston Friend
Financial Advisor
Financial Planner/Tax Professional at
Redeem Wealth

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I love helping families and small business owners optimize their financial life, especially in the area of taxes. I have 8 years of investment industry experience and earned the tax professional designation as an Enrolled Agent (EA). I spent time with some of nation’s largest financial firms, including Fidelity Investments and Edelman Financial Engines before starting Redeem Wealth. An Arizona native, I am married to Kristen and we have two boys, Giovanni and Henry. I enjoy time outdoors, playing with my kids, and rooting on Arizona sports teams.
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Specialties and Expertise

6
Tax Preparation
Tax Minimization Investment Strategies
Business Ownership Strategies
Retirement Income
Portfolio Construction
Philanthropic Planning and Giving

Clientele

6
Retirees
Surviving Spouses
Divorcees
Business Owners
Startup Employees
Tech Employees

Credentials and Designations

2
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Enrolled Agent

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Series 65 - Uniform Investment Adviser Law Exam

Education

1
Arizona Christian University, baccalaureate university affiliated with the Conservative Baptist Association of America in PhoenixSecondary Education, Highly Qualified in English Language ArtsYear Obtained: 2012
Quick Facts About Houston
Years of Experience:9 yearsMember since:2022Average Account Size:$500,000Number of clients:150

Services Provided

How I help my clients

Tax Planning

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Estate Planning Strategies

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Financial Planning

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Gilbert, AZ
Houston Friend
Financial Advisor
Financial Planner/Tax Professional at
Redeem Wealth
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